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Kotak Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare

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tortoise-icon Kotak Banking & Financial Services Fund - Regular Plan - Growth

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tortoise-icon UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund Kotak Banking & Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1027 Cr ₹1128 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2023 01 Aug 2005
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over 3.53% 20%
Expense Ratio 2.19 2.22
Manager Abhishek Bisen Preethi R S
ISIN Code INF174KA1MA7 INF789F01372
Exits Load Kotak Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 UTI Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month 0.09% -0.31%
6 Month 8.16% 10.69%
1 Year 16.76% 17.97%
3 Year - 21.03%
5 Year - 26.72%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month 8.97% 9.62%
1 Year 16.21% 19.16%
3 Year - 19.12%
5 Year - 18.01%

Rolling Lumpsum Returns

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 22.7% 14.67%
3 Year - 13.36%
5 Year - 11.7%

Risk Management

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation - 14.251%
Sharp - 0.511%
Beta - 0.915%
Alpha - 3.729%

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Fund Managers

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name Abhishek Bisen Preethi R S
Total AUM ₹0 Cr ₹1002 Cr
Funds Managed 33 1
Kotak Banking & Financial Services Fund - Regular Plan - Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Others 5.39 10.02
Large Cap 68.53 63.41
Small Cap 13.88 16.31
Mid Cap 12.21 10.27

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Others 2.38 4.54
Financial Services 97.62 95.39
Technology - 0.08

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